Arkadios Wealth Advisors’s Pembina Pipeline PBA Stock Holding History

Arkadios Wealth Advisors’s Portfolio PBA Stock Details PBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-515	Closed	-$14K	–	2011
2021 Q1	$14K	Hold	515	–	–	﹤0.01%	1088
2020 Q4	$12K	Sell	515 -26	-5%	-$611	﹤0.01%	910
2020 Q3	$11.7K	Buy	+541	New	+$13.3K	0.01%	720

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Arkadios Wealth Advisors's PBA Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of Pembina Pipeline (PBA) in Q2 2021, closing a stake of 515 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in PBA in Q3 2020 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 327 funds tracked by Wall St. Rank hold PBA as of Q2 2021.

Arkadios Wealth Advisors reported no remaining Pembina Pipeline position as of Q2 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 515 Pembina Pipeline shares in Q2 2021, an estimated $14K.
Arkadios Wealth Advisors first reported a position in Pembina Pipeline in Q3 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's Pembina Pipeline position peaked at $14K in Q1 2021.
327 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.